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UVEST Financial ServicesIf you’ve already started saving for retirement, SEFCU can assist you with annuity products that meet your retirement objectives. In this section of our website, you’ll learn more about the annuities that you can access through SEFCU’s partnership with UVEST Financial Services*. And remember to call 518-862-1955 or 800-727-3328 (outside the 518 area code) or e-mail sefcu@uvestmail.com  to ask our highly trained Investment Representatives about the options that are just right for you.

*Securities are offered by, and Investment Consultants are registered with, UVEST Financial Services, member FINRA/SIPC. UVEST is independent of any financial institution. This site is designed for U.S. residents only. The services offered within this site are available exclusively through our U.S. registered representatives. UVEST Financial Services U.S. registered representatives may only conduct business with residents of the states for which they are properly registered. Please note that not all of the investments and services mentioned are available in every state.

Not NCUA Insured Not Credit Union Guaranteed May Lose Value
Not Guaranteed by any Government Agency Not a Credit Union Deposit

Click on the option that meets your needs:

Fixed Annuity
Receive a guaranteed rate of return by allowing your insurance company to invest your funds in lower-risk accounts.

Variable Annuity
Receive a variable rate of return, based on the performance of the mutual funds you select.


 
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Wealth Management Services
SEFCU, in partnership with UVEST Financial Services, offers an assortment of investment products to help you reach your financial goals.
 
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